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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,116 | $43,749+26.0% | $158,223-65.2% | $65,306-15.6% |
| Participation rate | 52.4% | 56.9%-4.5pp | 79.2%-26.8pp | 57.7%-5.3pp |
| Annual return | 12.69% | 19.41%-6.7pp | 52.09%-39.4pp | 21.94%-9.3pp |
| Employer contribution / active EE | $1,420 | $1,497-5.2% | $4,109-65.4% | $1,967-27.8% |
| Participant deferral / active EE | $2,768 | $2,019+37.1% | $5,467-49.4% | $2,959-6.5% |
| Admin fee / account holder | $10,371 | $1,930+437.3% | $16,047-35.4% | $3,480+198.0% |